Purchases and Sales Made in Q1 2023 in Direxion Shs ETF Tr Auspice Br (COM)
This table provides information about the institutional ownership of Direxion Shs ETF Tr Auspice Br (COM) during Q1 2023. The information is specifically focused on institutions that hold shares of DIREXION SHS ETF TR AUSPICE BR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
120KNew |
$3.51M - $3.69M
|
120K
$3.46M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
83.5KNew |
$2.44M - $2.56M
|
83.5K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
79K+ 22.39% |
$2.3M - $2.42M
|
432K
$12.4M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
64.9K+ 50.89% |
$1.89M - $1.99M
|
192K
$5.53M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
61K+ 3.71% |
$1.78M - $1.87M
|
1.71M
$49M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
48.9KNew |
$1.43M - $1.5M
|
48.9K
$1.41M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
45.4K+ 74.77% |
$1.32M - $1.39M
|
106K
$3.05M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
26.1K+ 16.65% |
$762K - $801K
|
183K
$5.26M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.6K+ 43.18% |
$747K - $785K
|
84.9K
$2.44M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.8K+ 3.9% |
$725K - $762K
|
662K
$19M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
24.7K+ 67.41% |
$722K - $759K
|
61.5K
$1.77M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
17.8KNew |
$520K - $546K
|
17.8K
$512K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.13KNew |
$237K - $249K
|
8.13K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.77K+ 20.15% |
$227K - $238K
|
46.3K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.56K+ 15.68% |
$221K - $232K
|
55.8K
$1.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
6.93KNew |
$202K - $213K
|
6.93K
$199K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.83K+ 7.67% |
$199K - $209K
|
95.8K
$2.75M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.85K+ 21.57% |
$171K - $180K
|
33K
$948K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.68KNew |
$136K - $143K
|
4.68K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.57K+ 11.44% |
$133K - $140K
|
44.5K
$1.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.43K+ 19.57% |
$100K - $105K
|
20.9K
$602K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.4K+ 35.81% |
$99.1K - $104K
|
12.9K
$370K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.32K+ 3.02% |
$96.8K - $102K
|
113K
$3.26M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3K+ 40.27% |
$87.5K - $92K
|
10.4K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.92K+ 2.36% |
$85.3K - $89.6K
|
127K
$3.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.72K+ 16.63% |
$79.4K - $83.5K
|
19.1K
$548K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.49K+ 12.13% |
$72.6K - $76.3K
|
23K
$661K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.51KNew |
$44.1K - $46.3K
|
1.51K
$43.4K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.45KNew |
$42.3K - $44.5K
|
1.45K
$41.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.29K+ 10.9% |
$37.7K - $39.6K
|
13.2K
$378K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
755+ 11.43% |
$22K - $23.2K
|
7.36K
$211K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
600+ 1.02% |
$17.5K - $18.4K
|
59.3K
$1.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
524+ 1.53% |
$15.3K - $16.1K
|
34.8K
$1M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
355+ 221.88% |
$10.4K - $10.9K
|
515
$14.8K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
142+ 5.03% |
$4.14K - $4.36K
|
2.97K
$85.2K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
89+ 0.06% |
$2.6K - $2.73K
|
160K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 1.69% |
$87.5 - $92
|
174
$5K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-11- 0.04% |
$321 - $337
|
29.7K
$854K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-491- 5.73% |
$14.3K - $15.1K
|
8.08K
$232K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-755- 10.26% |
$22K - $23.2K
|
6.6K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-798- 63.84% |
$23.3K - $24.5K
|
452
$13K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.03K- 5.16% |
$30.2K - $31.7K
|
19K
$546K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.54K- 2.12% |
$45K - $47.3K
|
71.3K
$2.05M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.16K- 1.71% |
$63K - $66.2K
|
124K
$3.56M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.01K- 51.49% |
$204K - $215K
|
6.6K
$190K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-7.2K- 6.5% |
$210K - $221K
|
104K
$2.98M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.85K- 24.37% |
$258K - $271K
|
27.5K
$789K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-10.7K- 3.15% |
$311K - $327K
|
328K
$9.42M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-13.1K- 48.95% |
$381K - $401K
|
13.6K
$392K
|